Understanding the SECURE Act

Overview

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the most significant pieces of retirement legislation since the Pension Protection Act (PPA) of 2006. The legislation was signed into law on December 20, 2019, with an effective date for most provisions of January 1, 2020. This course discusses various provisions of the SECURE Act and the impact on your clients.

Learning Objectives

Upon completion of this course you should understand:

  • the SECURE Act; and
  • your fiduciary and suitability obligations to your clients under the SECURE Act.

Designed For

All registered representatives, investment advisers, and supervisors.
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